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- Tasks: Manage client relationships and generate new business leads.
- Company: Join a thriving wealth management firm with exciting growth opportunities.
- Benefits: Enjoy private medical insurance, generous leave, birthday off, and a 5% pension contribution.
- Why this job: Be part of a dynamic team where your career can truly flourish.
- Qualifications: Hold CAS or be working towards it; Level 4 diploma qualified preferred.
- Other info: Ideal for current desk-based advisors or those in back office support roles.
The predicted salary is between 36000 - 54000 £ per year.
Desk-Based Financial Advisor – £45,000 DOE – Bromsgrove
I’m working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impressive route for progression.
The ideal candidate will:
- Hold CAS – or be working towards
- Level 4 diploma qualified
- Experience using Microsoft Word and Excel and databases
- Desire to be a successful Financial Planner
Responsibilities involve:
- Look after a client base that will be given to you.
- Generate new client enquiries and generate advice income from these
- Convert the client leads
- Undertake sales and marketing activity in line with local/regional/national plans
- Work to achieve or exceed annual new business revenue target
- Provide expert independent advice to designated clients
- Maintenance of \’fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS
- Ensure that client advice and reports are compliant with company processes and regulatory requirements
- Use standard template documentation approved by the company
- Ensure technical knowledge and general industry knowledge is always maintained
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities
This role would suit someone who is currently a desk-based advisor or someone who works in back office support, mortgage advisory or of a similar field.
Perks – The company provides a variety of benefits, including private medical insurance, generous annual leave, sick pay, 5% pension contribution, birthday\’s off, and much more.
If you\’re looking for a welcoming yet professional environment where your career can flourish, apply now to Samantha.durbridge@idexconsulting.com
Desk-Based Financial Advisor – £45,000 DOE – Bromsgrove
Financial Advisor employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Familiarize yourself with the specific financial products and services offered by the wealth management firm. Understanding their unique selling points will help you articulate how you can contribute to their growth and client satisfaction.
✨Tip Number 2
Network with current employees or industry professionals who have experience in desk-based advisory roles. They can provide valuable insights into the company culture and expectations, which can be beneficial during your discussions.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial advisory sector. This knowledge will not only enhance your credibility but also demonstrate your commitment to continuous professional development.
✨Tip Number 4
Prepare to discuss your approach to generating new client enquiries and converting leads. Having a clear strategy in mind will show that you are proactive and ready to contribute to the company's success from day one.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly any roles where you've managed client relationships or generated new business. Emphasize your qualifications, especially if you hold a CAS or are working towards it.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to join this wealth management firm and how your skills align with their needs, particularly in generating client enquiries and providing expert advice.
Showcase Technical Skills: Since the role requires proficiency in Microsoft Word, Excel, and databases, be sure to mention any relevant experience you have with these tools. Provide examples of how you've used them in previous roles to enhance your effectiveness as a financial advisor.
Highlight Continuous Professional Development: Discuss any ongoing training or professional development activities you are engaged in. This shows your commitment to maintaining 'fit and proper' status and staying updated with industry knowledge, which is crucial for this position.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your CAS status or your progress towards it, as well as your Level 4 diploma. This demonstrates your commitment to the profession and your readiness for the role.
✨Demonstrate Technical Proficiency
Be prepared to discuss your experience with Microsoft Word, Excel, and databases. Providing specific examples of how you've used these tools in previous roles can set you apart from other candidates.
✨Understand the Company’s Growth Strategy
Research the wealth management firm and understand their growth trajectory. Be ready to discuss how you can contribute to their success and align with their goals during the interview.
✨Prepare for Client Interaction Scenarios
Since the role involves generating new client enquiries and converting leads, think of examples from your past experiences where you successfully built relationships or closed deals. This will show your potential employer that you have the skills needed to thrive in this position.
